0001398344-22-008999.txt : 20220509
0001398344-22-008999.hdr.sgml : 20220509
20220509103100
ACCESSION NUMBER: 0001398344-22-008999
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220509
DATE AS OF CHANGE: 20220509
EFFECTIVENESS DATE: 20220509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Progressive Investment Management Corp
CENTRAL INDEX KEY: 0001353318
IRS NUMBER: 930962124
STATE OF INCORPORATION: OR
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11731
FILM NUMBER: 22903650
BUSINESS ADDRESS:
STREET 1: 310 N. STATE STREET
STREET 2: SUITE 214
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97034
BUSINESS PHONE: 503-224-7828
MAIL ADDRESS:
STREET 1: 310 N. STATE STREET
STREET 2: SUITE 214
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97034
FORMER COMPANY:
FORMER CONFORMED NAME: Portfolio 21 Investments
DATE OF NAME CHANGE: 20080212
FORMER COMPANY:
FORMER CONFORMED NAME: Progressive Investment Management
DATE OF NAME CHANGE: 20060214
13F-HR
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0001353318
XXXXXXXX
03-31-2022
03-31-2022
false
Progressive Investment Management Corp
310 N. STATE STREET
SUITE 214
LAKE OSWEGO
OR
97034
13F HOLDINGS REPORT
028-11731
N
Carsten Henningsen
Director
503-953-8335
/s/ Carsten Henningsen
Portland
OR
05-09-2022
0
55
317361
INFORMATION TABLE
2
fp0075353_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
760
5104
SH
SOLE
5104
0
0
ABBOTT LABS
COM
002824100
281
2373
SH
SOLE
2373
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
12630
27720
SH
SOLE
27720
0
0
ALIGN TECHNOLOGY INC
COM
016255101
5164
11845
SH
SOLE
11845
0
0
ALPHABET INC
CAP STK CL C
02079K107
15208
5445
SH
SOLE
5445
0
0
ALPHABET INC
CAP STK CL A
02079K305
4812
1730
SH
SOLE
1730
0
0
AMAZON COM INC
COM
023135106
20453
6274
SH
SOLE
6274
0
0
AMERIPRISE FINL INC
COM
03076C106
216
720
SH
SOLE
720
0
0
AMGEN INC
COM
031162100
243
1005
SH
SOLE
1005
0
0
ANSYS INC
COM
03662Q105
9172
28873
SH
SOLE
28873
0
0
APPLE INC
COM
037833100
34224
196004
SH
SOLE
196004
0
0
AUTODESK INC
COM
052769106
5544
25862
SH
SOLE
25862
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
323
1419
SH
SOLE
1419
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
480
1360
SH
SOLE
1360
0
0
BOOKING HOLDINGS INC
COM
09857L108
5662
2411
SH
SOLE
2411
0
0
CBRE GROUP INC
CL A
12504L109
4619
50474
SH
SOLE
50474
0
0
CORNING INC
COM
219350105
404
10937
SH
SOLE
10937
0
0
COSTCO WHSL CORP NEW
COM
22160K105
10538
18301
SH
SOLE
18301
0
0
DANAHER CORPORATION
COM
235851102
13853
47226
SH
SOLE
47226
0
0
DEERE & CO
COM
244199105
885
2130
SH
SOLE
2130
0
0
DISNEY WALT CO
COM
254687106
378
2757
SH
SOLE
2757
0
0
ETSY INC
COM
29786A106
3629
29198
SH
SOLE
29198
0
0
FASTENAL CO
COM
311900104
7667
129071
SH
SOLE
129071
0
0
GARTNER INC
COM
366651107
9382
31540
SH
SOLE
31540
0
0
IDEXX LABS INC
COM
45168D104
12434
22728
SH
SOLE
22728
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
279
2149
SH
SOLE
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0
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
46138G805
319
10754
SH
SOLE
10754
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0
ISHARES TR
S&P 500 GRWT ETF
464287309
1142
14956
SH
SOLE
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ISHARES TR
S&P 500 VAL ETF
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296
1900
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SOLE
1900
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ISHARES TR
CORE S&P SCP ETF
464287804
259
2400
SH
SOLE
2400
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0
ISHARES TR
MSCI USA ESG SLC
464288802
387
4000
SH
SOLE
4000
0
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ISHARES TR
MSCI USA QLT FCT
46432F339
165
1222
SH
SOLE
1222
0
0
ISHARES TR
MSCI USA VALUE
46432F388
96
918
SH
SOLE
918
0
0
JOHNSON & JOHNSON
COM
478160104
1886
10644
SH
SOLE
10644
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
7039
19696
SH
SOLE
19696
0
0
MICROSOFT CORP
COM
594918104
26531
86051
SH
SOLE
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0
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MOODYS CORP
COM
615369105
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36743
SH
SOLE
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MSCI INC
COM
55354G100
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SH
SOLE
16438
0
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NVIDIA CORPORATION
COM
67066G104
363
1332
SH
SOLE
1332
0
0
PAYPAL HLDGS INC
COM
70450Y103
5112
44200
SH
SOLE
44200
0
0
ROPER TECHNOLOGIES INC
COM
776696106
8629
18273
SH
SOLE
18273
0
0
S&P GLOBAL INC
COM
78409V104
12612
30748
SH
SOLE
30748
0
0
SALESFORCE COM INC
COM
79466L302
9670
45546
SH
SOLE
45546
0
0
SERVICENOW INC
COM
81762P102
6548
11759
SH
SOLE
11759
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
530
1080
SH
SOLE
1080
0
0
TJX COS INC NEW
COM
872540109
402
6634
SH
SOLE
6634
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
229
1500
SH
SOLE
1500
0
0
TYLER TECHNOLOGIES INC
COM
902252105
8840
19871
SH
SOLE
19871
0
0
US BANCORP DEL
COM NEW
902973304
382
7186
SH
SOLE
7186
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
158
897
SH
SOLE
897
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
59
260
SH
SOLE
260
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
249
4826
SH
SOLE
4826
0
0
VERISK ANALYTICS INC
COM
92345Y106
8598
40058
SH
SOLE
40058
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VISA INC
COM CL A
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SH
SOLE
46106
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WATERS CORP
COM
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SH
SOLE
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